Admins can now view the activities and client lists of all the financial advisors under their plan. They can also sort their activities and clients lists to show just an individual advisors data or the data of all their advisors at once.
04/01/2020 - New Viewing & Filtering Tools for Admins Print
Created by: Michael James Caughill
Modified on: Wed, 1 Apr, 2020 at 3:36 PM
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